Financial Planning Advisors Inc - Wyomissing (PA)

Thomas Gunton We have been working with Rich, Rachel and her team for over 10 years, and I cant recommend them highly enough. Their comprehensive approach to financial planning has provided us with peace of mind, knowing every aspect of our financial future is being carefully considered. They are proactive in their communication, always keeping us informed, and incredibly responsive whenever we need them. One of the greatest advantages of working with them is their broader network in financial services, which has led to several high-quality introductions for things like insurance and tax accountants. This team truly goes above and beyond!

Aya Kleinschmidt great company :)

Juvencia V. Nothing like being lied too! I am extremely disappointed. Spoke with a lot of csr’s there. Due to “timing” of when I filed my income tax return and when payment was due - I was told by 4 people I would get my income tax check reversed and send back to me. You see they applied it to my loan. AFTER hey told me I was going to get my money back. So like a complete fool I kept checking my mailbox. I called them yesterday 30 aug - just to be told it was applied to my interest. I asked how can they tell me that, when it wasn’t true? Supervisor Dante and manager Stephanie all they could say was I’m sorry. They shouldn’t have said that. What we can do is listen to the phone recordings and tell the supervisors to retrain them. WHATTTTTTT? Stephanie told me she didn’t see any notes on there where the reps told me it was reversed. I was even told it would be submitted for review, that was probably a lie. Because right after that I called back and sure enough she told me the check is coming from the irs so it might take up to 30 days? Well glad they are going to get retrained on me! From the beginning of this arrangement I went into to pay my student loan back- they kept reiterating if I do this: my income tax will NOT be withheld nor will my pay be garnished. All LIES! I loath being lied too! I wouldn’t be surprised if they garnish my check. They don’t FREAKING know what they are doing. Thank you Navient! This is not the end. I am seeking answers! Unbelievable how they are allowed to play with your money. Knowing full well every human being has bills to pay. So shouldn’t a call be made before you keep or withdraw money from someone. You can’t play with people’s money.

Gregg McManus Kylie worked really hard in search of every knot plaguing both my back and shoulders. She was great and would absolutely recommend her.